Senior Financial Analyst – Budget & Reporting

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connectFirst Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2014

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

connectFirst Credit Union is a Canadian credit union providing retail and business financial services, including chequing and savings accounts, credit cards, mortgages, personal and commercial loans, investment products (GICs, wealth management), and insurance. It operates branch and digital banking channels, serves personal, small business, agri-business, commercial and non-profit clients, and emphasizes community-focused programs and member rewards. The organization highlights customer service, local presence, and financial products aimed at helping members save, borrow, invest and protect their assets.

📋 Description

• Support the annual budgeting process by developing assumptions, communicating timelines and expectations, and ensuring adherence to key deadlines • Coordinate and administer annual budget and quarterly forecasting cycles • Develop templates, reports, and supporting budgeting processes • Maintain and enhance budgeting models, incorporating stakeholder inputs and ensuring model integrity and performance • Lead complex financial modelling activities, including payroll, benefits, and depreciation forecasting • Deliver standard reporting for actual versus budget analysis • Provide variance analysis and insights to FP&A leadership • Manage and maintain the centralized reporting environment, including general ledger, cost centre, project hierarchies, and supporting data structures • Develop and deliver KPI reporting and performance analysis for senior leaders and business stakeholders • Prepare quarterly Board of Directors reporting packages with financial results, key trends, and commentary • Create executive-level presentations, visualizations, and briefing materials for FP&A discussions with SLT, ELT, and the Board • Monitor peer and competitor financial institutions' performance and provide comparative analysis and industry insights

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Commerce or a related field • CPA or CFA designation strongly preferred • Advanced proficiency in Microsoft Excel, including Power Query • Minimum of 5 years of experience in finance, FP&A, accounting, audit, or a related analytical role • Ability to manage multiple priorities and deliver results in a fast-paced environment • Strong analytical, problem-solving, interpersonal, and communication skills • High degree of attention to detail • Experience with IBM Planning Analytics (TM1) considered an asset • Experience within a financial institution or banking environment considered an asset • Experience with Power BI and data visualization tools considered an asset

🏖️ Benefits

• Profit sharing • Voting for the board of directors • Access to all financial services provided by the credit union • Competitive rates • Inclusive, equitable, and accessible workplace • Accommodations available during every stage of the hiring process upon request